This independent firm has a reputation for tax excellence and a high quality and diverse client base.
The head of private client tax is keen to recruit an experienced portfolio manager to handle all aspects of your clients' tax affairs.The client base includes HNWI, entrepreneurs, non res/non-dom individuals and trusts. This is a compliance centred role where efficiency and attention to detail is key. You will have ownership of your work load, reporting directly to partners and having contact with your clients, HMRC and third party intermedaries.
Your responsibilities will include:
• The preparation of Self Assessment Tax Returns and supporting documents.
• The completion of CGT returns.
• The calculation of overall tax liability.
• Checking and responsing to correspondence from HMRC.
• Liaising with clients to keep them fully updated.
• Assisting with ad hoc planning work as required.
• Managing WIP and billing.
This vacancy would suit an experienced private client tax specialist looking for an autonomous role and exposure to a diverse and interesting client base. The firm has fully embraced hybrid working with 2 days per week in the office.
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